Customization Specialist

Title – Customization Specialist

Reports To – Peter Boshard Olson (Head of Customer Experience)

Location – Draper, UT

Mostly in-person, some remote/WFH

About the Role

Tailor the Jump AI Assistant to fit the needs of each customer. As a Customization Specialist, you’ll work with advisors to translate their preferences into AI prompts that generate notes, recap emails, task lists, and pre-meeting prep in their desired style and format. You'll also help make sure the AI outputs get saved to the right place in the CRM. This role is a perfect fit for someone who loves translating customer needs to AI prompts, is an excellent communicator, and thrives on iteration.

About You

• You can translate customer requirements into instructions for AI

• You are a top-5% writer + verbal communicator – clear, professional, and quick

• You are willing to iterate and good at improving through iteration

• You know what excellence looks like and when it’s time to ship

• You learn and work quickly and independently

• You are meticulous, detail-oriented, and great at multi-tasking

• You are a relationship builder, and a professional and personable ambassador of any brand you represent

• You are responsible and trustworthy

• (Nice to have) You are up-to-date on the latest AI trends

What You've Done

• You were a high-performing student in high school and college

• (Nice to have) You’ve had 1–5 years of professional experience, preferably in customer-facing or technical communication roles.

• (Nice to have) You have experience with AI tools and prompt engineering.

About Jump

Jump’s mission is to help financial advisors and their clients thrive by building the definitive AI Assistant for Financial Advisors. Jump was launched in 2023 by a team of experienced software entrepreneurs with backgrounds including Harvard, Stanford, Google, Divvy, Bill.com, WeWork, and other experience in big data, AI, and insurtech.

Jump's Culture

• Jump Velocity – Work intensely fast at A-performance levels

• Show Up – We trust each other to deliver, use good judgment, and close the loop

• Stay Direct + Kind + Grounded

We believe in building tight teams of extraordinarily capable people. Come and join us on our mission to transform the client and advisor experience with cutting-edge AI technology – and help those who help safeguard the financial future of everyday people everywhere.

Compensation

• Salary Range: $65K – $80K

• Equity

• Health Benefits